# World Investment Advisors

World Investment Advisors is a Bank / Wealth / Trust based in Santa Barbara, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Santa Barbara, United States
- **Region:** North America
- **Address:** Santa Barbara, CA, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** worldinvestmentadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/world-investment-advisors

## Regulatory record

- **Reports private funds:** No

## About

World Investment Advisors, formerly Pensionmark, is a network of financial advisors who specialize in wealth management and retirement plan consulting.

## Questions

### What is World Investment Advisors' core service model?

WIA operates as an independent registered investment advisor providing wealth management, financial planning, and fiduciary advisory services. Rather than pushing proprietary products, the firm constructs client portfolios using a mix of individual securities, third-party funds, and structured products. Its model is built on direct advisor-client relationships typical of a boutique practice.

### Who are the firm's typical clients?

The firm's regulatory filings and geographic location suggest a client base of high-net-worth individuals, families, trusts, and retirement plans. Santa Barbara's concentration of private wealth—particularly from real estate, technology exits, and inherited fortunes—forms a natural addressable market. WIA does not publicly segment its client base by wealth tier or profession.

### Where does the firm invest geographically?

WIA's primary investment exposure is in US public and private markets, with selective developed-market international allocations through external fund vehicles. While the firm's Santa Barbara location anchors its network, its investment remit is national in scope and not confined to California-based opportunities.

### How is WIA compensated for its advisory services?

As a fee-only registered investment advisor, WIA derives compensation primarily from asset-based advisory fees billed as a percentage of client portfolios under management. This structure eliminates commission-based conflicts and aligns the firm's incentives with portfolio performance and client retention, which is standard for independent fiduciaries of its profile.

## Related profiles

- [World Holdings](https://altss.com/profile/world-holdings)
- [Worley Banks Group](https://altss.com/profile/worley-banks-group)

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Last updated: 2026-06-03T20:00:00.000Z

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